UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+1.98%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(+7.3%)
Cap. Flow
+$3.97M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
41.66%
Holding
146
New
9
Increased
55
Reduced
58
Closed
19
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$15.7M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.15M |
| 3 |
Invesco QQQ Trust
QQQ
|
$5.25M |
| 4 |
SPDR S&P Emerging Markets Dividend ETF
EDIV
|
$1.85M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$611K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$4.67M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.34M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.23M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.85M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$1.62M |
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Industrials | 1.06% |
| 3 | Financials | 0.58% |
| 4 | Materials | 0.49% |
| 5 | Healthcare | 0.49% |
